WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.24%
5,492
-30
52
$377K 0.23%
2,401
53
$371K 0.23%
3,672
+263
54
$344K 0.21%
18,665
-686
55
$336K 0.21%
1,780
56
$332K 0.2%
10,701
+27
57
$328K 0.2%
1,248
+1
58
$327K 0.2%
4,543
+8
59
$326K 0.2%
3,657
60
$299K 0.18%
2,907
61
$290K 0.18%
3,936
+237
62
$286K 0.18%
815
-41
63
$278K 0.17%
1,884
+1,000
64
$269K 0.17%
1,406
+5
65
$253K 0.16%
2,650
66
$251K 0.15%
3,035
67
$249K 0.15%
15,442
68
$236K 0.15%
2,778
+221
69
$228K 0.14%
13,033
70
$220K 0.14%
892
+2
71
$219K 0.14%
1,818
-12,058
72
$217K 0.13%
2,808
73
$216K 0.13%
2,651
+5
74
$208K 0.13%
2,506
+3
75
$203K 0.13%
1,167
-49
1 2
3
4 5